BCM ADVISORS, LLC

Adviser information for BCM ADVISORS, LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Louisiana, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 527 $578.1M
Non-Discretionary 0 $0
Total 527 $578.1M

Clients

Type Number RAUM
Individuals 315 $70.5M
HNW Individuals 126 $314.4M
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 26 $31.6M
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 60 $161.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-56006
SEC ERA File Number 801-56006
SEC CIK Numbers 1373017
SEC CRD Numbers 107946
Legal Entity Identifier None

Principal Office

1018 HARDING ST., SUITE 104
LAFAYETTE
LA
United States
Monday - Friday, BY APPOINTMENT
Tel: 337-233-7758, Fax: 337-233-9193

Chief Compliance Officer

HILLE DOMINGUE
1018 HARDING ST.
SUITE 104
LAFAYETTE
LA
United States
Tel: 337-769-3776
Fax: 337-233-9193
(Full email address available in API data)

Regulatory Contact

LENOX BROWN
DIRECTOR OF OPERATIONS
1018 HARDING ST.
SUITE 104
LAFAYETTE
LA
United States
Tel: 337-233-7758
Fax: 337-233-9193
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BILLEAUD, JOSEPH, STECKLER Individual CHIEF INVESTMENT OFFICER 09/2004 < 5%
DOMINGUE, ERNEST, HILLE Individual CHIEF COMPLIANCE OFFICER 12/2009 < 5%
HOLLAND, GEORGE, WHITFIELD Individual DIRECTOR OF ADVISOR SERVICES 01/2019 < 5%
JSB INVESTMENT HOLDINGS, INC Domestic Entity MEMBER 03/2017 50-75%
HOLLAND INVESTMENTS, LLC Domestic Entity MEMBER 03/2017 10-25%
HARDING STREET HOLDINGS, LLC Domestic Entity MEMBER 03/2017 10-25%
GOSSEN, MONTGOMERY Individual CHIEF OPERATING OFFICER 01/2023 < 5%
YCB, LLC Domestic Entity MEMBER 12/2020 5-10%
GOSSEN, MONTGOMERY Individual YCB, LLC MEMBER 11/2020 > 75%
BILLEAUD, JOSEPH, STECKLER Individual JSB INVESTMENT HOLDINGS, INC MEMBER 10/1991 > 75%
HOLLAND, GEORGE, WHITFIELD Individual HOLLAND INVESTMENTS, LLC MEMBER 12/2014 > 75%
DOMINGUE, ERNEST, HILLE Individual HARDING STREET HOLDINGS, LLC MEMBER 03/2008 > 75%
MCMENEMON, ERIN, DESPOT Individual CLIENT RELATIONSHIP MANAGER 08/2023 < 5%
MCCLURE DESPOT, LLC Domestic Entity MEMBER 01/2022 5-10%
MCMENEMON, ERIN, DESPOT Individual MCCLURE DESPOT, LLC MEMBER 02/2022 > 75%

No. Employees, Historic

10502020202120222023202420258 on 3/3/20208 on 6/23/20208 on 6/23/20208 on 3/3/20218 on 2/24/20228 on 2/22/20238 on 3/8/20239 on 2/9/20249 on 2/15/2024

RAUM, Historic

600M300M0202020212022202320242025485139308 on 3/3/2020485139308 on 6/23/2020485139308 on 6/23/2020525679458 on 3/3/2021594735678 on 2/24/2022515245865 on 2/22/2023515245865 on 3/8/2023578113956 on 2/9/2024578113956 on 2/15/2024

No. Clients, Historic

6003000202020212022202320242025506 on 3/3/2020506 on 6/23/2020506 on 6/23/2020509 on 3/3/2021510 on 2/24/2022512 on 2/22/2023512 on 3/8/2023527 on 2/9/2024527 on 2/15/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Advanced Micro Devices Equities 2M 12K
Aes Corp Equities 476K 27K
Aflac Inc Equities 1M 10K
Amern Tower Corp Class A Equities 375K 2K
AMZN Equities 230K 1K
Apple Inc Equities 2M 9K
Archer-Daniels-Midln Equities 1M 23K
Atmos Energy Corp Equities 5M 42K
Berkshire Hathaway Cl B Equities 462K 1K
Broadcom Ltd Equities 4M 26K
Brown & Brown Inc Equities 11M 109K
Canadian National Railway Co Equities 1M 10K
Caterpillar Inc Equities 2M 7K
Centerpoint Energy Equities 709K 25K
Chevrontexaco Corp Equities 262K 2K
Coca Cola Company Equities 7M 100K
Colgate-Palmolive Co Equities 5M 46K
Conocophillips Equities 2M 22K
Consolidated Edison Inc Equities 5M 52K
Costco Whsl Corp New Equities 3M 3K
Deere & Co Equities 2M 6K
DIMENSIONAL US CORE EQUITY MARKT ETF Equities 59M 2M
Dimensional US Small Cap ETF Equities 2M 34K
Duke Energy Corporation Equities 7M 61K
Enterprise Products Partners L.P. Equities 4M 123K
ETFS Gold Trust Equities 5M 233K
Exxon Mobil Corporation Equities 6M 53K
First Horizon Natl Corp Equities 190K 12K
General Dynamics Corp Equities 2M 7K
General Mills Inc Equities 3M 49K
GoDaddy Inc Equities 401K 3K
Home Bancorp Inc Equities 225K 5K
Honeywell International Equities 949K 5K
International Paper Co Equities 3M 65K
iShares MSCI USA Min Volatility Equities 4M 45K
Ishares Tr Barclays Bond Equities 32M 340K
J.P. Morgan Chase Equities 263K 1K
JB Hunt Transport Services Inc Equities 1M 7K
Johnson & Johnson Equities 6M 40K
Kinder Morgan Inc Equities 2M 82K
Lithium Chile Inc Equities 16K 40K
Meta Platforms Inc Class A Equities 505K 1K
Microsoft Corp Equities 617K 1K
MKSI Equities 563K 5K
Nvidia Corp Equities 4M 34K
One World Universe Inc Equities 105 19K
Parker-Hannifin Corp Equities 2M 4K
Pepsico Incorporated Equities 4M 22K
Petroteq Energy Inc Equities 0 50K
Pfizer Incorporated Equities 210K 7K
RENERGEN ORD Equities 5K 10K
S P D R TRUST Unit SR Equities 4M 8K
S&P500 Catholic Values Equities 15M 236K
Schlumberger Ltd Equities 910K 20K
SPDR Gold Share Equities 54M 241K
SPDR Long Term Govt Bond Equities 5M 172K
Sysco Corporation Equities 975K 13K
Tractor Supply Co Equities 1M 6K
UGI Corp Equities 803K 32K
Valero Energy Corp New Equities 2M 10K
Vanguard Consumer Staples ETF Equities 474K 2K
Vanguard Health Care Equities 403K 1K
Vanguard Intermediate Bond Equities 60M 780K
Vanguard Long-Term Bond ETF Equities 1M 16K
Vanguard Mid Cap Etf Equities 2M 8K
Vanguard Short Term Bond Index Equities 260K 3K
Vanguard Total Bond Market Equities 575K 8K
Vanguard Total Stock Mkt Equities 33M 124K
Vanguard Utilities Equities 556K 3K
Viemed Healthcare Inc Equities 146K 21K
Wal-Mart Stores Inc Equities 212K 3K
WisdomTree US Quality Dividend Gr ETF Equities 32M 406K